EF

Empirical Finance Portfolio holdings

AUM $1.91B
1-Year Est. Return 20.92%
This Quarter Est. Return
1 Year Est. Return
+20.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$966M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.75M
3
+$3.7M
4
HIDE icon
Alpha Architect High Inflation and Deflation ETF
HIDE
+$3.42M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$2.12M

Top Sells

1
+$5.46M
2
+$2.05M
3
+$1.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.16M

Sector Composition

1 Technology 19.81%
2 Healthcare 13.66%
3 Financials 11.12%
4 Consumer Discretionary 8.39%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$281K 0.03%
3,452
+203
452
$279K 0.03%
789
+115
453
$276K 0.03%
4,433
+1,171
454
$276K 0.03%
8,644
+663
455
$272K 0.03%
+1,930
456
$270K 0.03%
+3,499
457
$267K 0.03%
1,071
-2
458
$263K 0.03%
+10,827
459
$259K 0.03%
8,524
+598
460
$257K 0.03%
2,516
-62
461
$257K 0.03%
784
+137
462
$256K 0.03%
4,967
+394
463
$248K 0.03%
+6,993
464
$246K 0.03%
2,713
+179
465
$243K 0.03%
3,994
+10
466
$242K 0.03%
+6,890
467
$241K 0.03%
3,607
+280
468
$240K 0.02%
1,042
+78
469
$238K 0.02%
+854
470
$232K 0.02%
1,579
-12
471
$231K 0.02%
765
+67
472
$226K 0.02%
+2,972
473
$226K 0.02%
4,469
+562
474
$224K 0.02%
+679
475
$223K 0.02%
2,873
+361
17 18
19
20 21